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iShares Morningstar Mid Value Idx shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of iShares Morningstar Mid Value Idx (IMCV) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in iShares Morningstar Mid Value Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Mid Value Idx held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Mid Value Idx by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $299k 4.3k 70.23
2024-03-31 $308k 4.3k 72.56
2023-12-31 $291k 4.3k 67.73
2023-09-30 $260k 4.3k 60.60
2023-06-30 $273k 4.3k 63.70
2023-03-31 $266k 4.3k 61.87

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View all positions for Cape Investment Advisory

Top funds holding iShares Morningstar Mid Value Idx

Morgan Stanley
Equitable Holdings
Orgel Wealth Management
Raymond James Financial Services Advisors
Matrix Trust
Steele Capital Management
Bank of America Corporation
Commonwealth Equity Services
Wells Fargo & Company
LPL Financial
Advisor Group Holdings
Black Diamond Financial
swisspartners Advisors
GHP Investment Advisors
Rodgers & Associates

View all funds holding iShares Morningstar Mid Value Idx